See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,001 | $63,346-82.6% | $92,233-88.1% | $70,131-84.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.26% | 530.12%-506.9pp | 176.28%-153.0pp | 73.14%-49.9pp |
| Employer contribution / active EE | $1,636 | $2,471-33.8% | $3,679-55.5% | $2,342-30.2% |
| Participant deferral / active EE | $2,999 | $2,854+5.1% | $3,897-23.0% | $3,332-10.0% |
| Admin fee / account holder | $134 | $3,840-96.5% | $5,194-97.4% | $4,645-97.1% |